BILZ vs. USFR
Compare and contrast key facts about PIMCO Ultra Short Government Active Exchange-Traded Fund (BILZ) and WisdomTree Bloomberg Floating Rate Treasury Fund (USFR).
BILZ and USFR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BILZ is an actively managed fund by PIMCO. It was launched on Jun 21, 2023. USFR is a passively managed fund by WisdomTree that tracks the performance of the Bloomberg U.S. Treasury Floating Rate Bond Index. It was launched on Feb 4, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BILZ or USFR.
Correlation
The correlation between BILZ and USFR is -0.60. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
BILZ vs. USFR - Performance Comparison
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Key characteristics
BILZ:
0.27%
USFR:
0.30%
BILZ:
0.00%
USFR:
0.00%
BILZ:
0.00%
USFR:
0.00%
Returns By Period
BILZ
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USFR
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BILZ vs. USFR - Expense Ratio Comparison
BILZ has a 0.14% expense ratio, which is lower than USFR's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
BILZ vs. USFR — Risk-Adjusted Performance Rank
BILZ
USFR
BILZ vs. USFR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Ultra Short Government Active Exchange-Traded Fund (BILZ) and WisdomTree Bloomberg Floating Rate Treasury Fund (USFR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
BILZ vs. USFR - Dividend Comparison
BILZ's dividend yield for the trailing twelve months is around 4.55%, less than USFR's 4.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund | 4.55% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USFR WisdomTree Bloomberg Floating Rate Treasury Fund | 4.77% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BILZ vs. USFR - Drawdown Comparison
The maximum BILZ drawdown since its inception was 0.00%, which is greater than USFR's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for BILZ and USFR. For additional features, visit the drawdowns tool.
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Volatility
BILZ vs. USFR - Volatility Comparison
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